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iShares ESG MSCI USA Leaders ETF
SUSL

108 hedge funds and large institutions have $3.02B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

126% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 19

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

20% more funds holding

Funds holding: 90 → 108 (+18)

7.61% more ownership

Funds ownership: 73.83% → 81.45% (+7.6%)

8% less capital invested

Capital invested by funds: $3.29B → $3.02B (-$268M)

Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
1.7%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
43
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$107M
2
MB
Mizuho Bank
Japan
+$93.8M
3
5L
55I LLC
Massachusetts
+$32.6M
4
Creative Planning
Creative Planning
Kansas
+$5.67M
5
Jane Street
Jane Street
New York
+$3.87M

Top Sellers

Rank Fund Capital Flow
1
IMPI
Ilmarinen Mutual Pension Insurance
Finland
-$133M
2
Wells Fargo
Wells Fargo
California
-$101M
3
TLFA
True Link Financial Advisors
California
-$6.32M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
5
KM
Kalos Management
Georgia
-$898K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Wealth Alliance
New York
$2.37M +$2.07M +26,531 +791%
LPL Financial
27
LPL Financial
California
$2.35M +$158K +2,026 +7%
Bank of America
28
Bank of America
North Carolina
$2.23M +$31.1K +398 +1%
Wells Fargo
29
Wells Fargo
California
$2.2M -$101M -1,289,010 -98%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.14M -$290K -3,705 -12%
WAL
31
W Advisors LLC
Tennessee
$1.98M +$1.95M +24,989 New
SFS
32
Security Financial Services
Indiana
$1.85M +$1.83M +23,422 New
BFA
33
Bluestem Financial Advisors
Illinois
$1.77M -$76.5K -979 -4%
Stifel Financial
34
Stifel Financial
Missouri
$1.74M -$191K -2,448 -10%
SPIA
35
Steward Partners Investment Advisory
New York
$1.58M +$201K +2,575 +15%
BDF
36
Balasa Dinverno & Foltz
$1.41M +$148K +1,898 +12%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.41M -$1.21M -15,447 -47%
CWS
38
Cypress Wealth Services
California
$1.34M +$976K +12,495 +285%
FWP
39
Firethorn Wealth Partners
Georgia
$1.3M +$406K +5,192 +46%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$1.29M +$23K +294 +2%
FF
41
Friedenthal Financial
New Jersey
$1.19M +$29.9K +383 +3%
William Blair & Company
42
William Blair & Company
Illinois
$1.14M +$1.25K +16 +0.1%
TRCT
43
Tower Research Capital (TRC)
New York
$1.01M +$740K +9,469 +288%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1M +$359K +4,600 +57%
SWA
45
Stratos Wealth Advisors
Ohio
$981K +$968K +12,393 New
CAG
46
Csenge Advisory Group
Florida
$951K +$387K +4,950 +70%
ASN
47
Advisory Services Network
Georgia
$892K +$879K +11,255 New
SFG
48
SNS Financial Group
Minnesota
$805K -$77.4K -990 -9%
RSWM
49
Robertson Stephens Wealth Management
California
$799K +$175K +2,242 +29%
OAP
50
One Advisory Partners
Kansas
$798K +$788K +10,080 New
1
2
3 4 5

SUSL Hedge Fund Activity: Q1 2022 in Review

108 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q1 2022, worth a combined $3.02B — down 8.2% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SUSL positions and 11 closed out — a net gain of 20 holders — while 43 added to existing stakes and 19 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $107M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $133M.

  • 108 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q1 2022, up from 90 in Q4 2021.
  • Funds reported $3.02B of iShares ESG MSCI USA Leaders ETF stock for Q1 2022, down 8.2% quarter-over-quarter.
  • 31 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q1 2022 and 11 closed out, a net change of +20 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $107M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q1 2022 was Ilmarinen Mutual Pension Insurance, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2022.